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Clearstead Advisors’s Federal Realty Investment Trust FRT Stock Holding History

Clearstead Advisors’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.4K Sell
400
-1,831
-82% -$213K ﹤0.01% 1504
2026
Q1 		$237K Buy
2,231
+1,684
+308% +$176K ﹤0.01% 947
2025
Q4 		$55.1K Sell
547
-56
-9% -$5.51K ﹤0.01% 1365
2025
Q3 		$61.1K Buy
603
+251
+71% +$24.3K ﹤0.01% 1214
2025
Q2 		$33.4K Buy
352
+148
+73% +$14K ﹤0.01% 1423
2025
Q1 		$20K Buy
204
+4
+2% +$416 ﹤0.01% 1426
2024
Q4 		$22.4K Hold
200
– – ﹤0.01% 1350
2024
Q3 		$23K Hold
200
– – ﹤0.01% 1384
2024
Q2 		$20.2K Buy
+200
New +$20.2K ﹤0.01% 1378
2024
Q1 		– Sell
-7
Closed -$722 – 1571
2023
Q4 		$722 Buy
+7
New +$661 ﹤0.01% 1433
2021
Q3 		– Sell
-13
Closed -$2K – 1318
2021
Q2 		$2K Buy
+13
New +$1.48K ﹤0.01% 1046

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearstead Advisors's FRT Position: Q2 2026 in Review

Clearstead Advisors reduced its Federal Realty Investment Trust (FRT) stake by 82% in Q2 2026, selling an estimated $213K and leaving 400 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Clearstead Advisors first reported a position in FRT in Q2 2021 and has held it in 11 quarters since. The position peaked at $237K in Q1 2026. 621 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

  • Clearstead Advisors held 400 shares of Federal Realty Investment Trust worth $49.4K as of Q2 2026.
  • Clearstead Advisors sold 1,831 Federal Realty Investment Trust shares in Q2 2026, an estimated $213K.
  • Federal Realty Investment Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1504 holding.
  • Clearstead Advisors first reported a position in Federal Realty Investment Trust in Q2 2021 and has held it in 11 quarters since.
  • Clearstead Advisors's Federal Realty Investment Trust position peaked at $237K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.